Tax Senior Accountant, High Net Worth Advisory

Cohen & Co; Buffalo (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Cohen & Co in Buffalo, NY is seeking a Tax Senior Accountant on our High Net Worth team. You will serve high net worth individuals with complex tax needs, prepare and review returns, and collaborate directly with clients and engagement teams.

This role offers hands‑on exposure to sophisticated issues and a clear path to grow into leadership, with a culture built on collaboration, growth and technical excellence.

Qualifications

• Bachelor's degree in Accounting or related field.
• 2+ years of tax experience in public accounting with a focus on individual taxation.
• Hands-on experience preparing complex individual (1040) returns.
• Strong attention to detail, organization and time management.

Responsibilities

• Prepare and do a first-level review of complex individual income tax returns (Form 1040), including multi-state filings.
• Prepare trust, estate and gift returns (Forms 1041 and 709) and related partnership returns (Form 1065).
• Work with investment-heavy returns, including K-1 activity from pass-through entities and alternative investments.
• Deliver high-quality, accurate work on time while meeting firm standards.

Skills

Tax return preparation

Client communication

Attention to detail

Time management

Outlook

Excel

Team collaboration

Education

Bachelor's degree in Accounting

Tools

CCH Axcess

Tax research software

Job description

Cohen & Co in Buffalo, NY is seeking a Tax Senior Accountant on our High Net Worth team. You will serve high net worth individuals with complex tax needs, prepare and review returns, and collaborate directly with clients and engagement teams.

This role offers hands‑on exposure to sophisticated issues and a clear path to grow into leadership, with a culture built on collaboration, growth and technical excellence.